Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.
![](https://clickup.com/images/templates/621b96b5-300.png)
Client Success Collaboration
Add template to your ClickUp accountTemplate Includes
- Getting Started Guide
- New Client Endorsement Form
- Endorsement Document
- List
- Endorsement Pipeline
When task created, set custom field.